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Victory Partners, LLC
Victory Partners Family Office was established in 2008 by R. Todd Lazenby. Capital originates from Lazenby's prior work in middle-market advisory and...
Victory Partners, LLC
Victory Partners Family Office was established in 2008 by R. Todd Lazenby. Capital originates from Lazenby's prior work in middle-market advisory and private-equity transactions. The firm operates as a multi-family office serving several high-net-worth families rather than a single lineage. Strategy centers on direct co-investments, SPVs and distressed situations in buyout and growth stages. Asset classes include private equity, real estate and credit. Confirmed holdings include The Lofts at Petersburg in Virginia, Wilmington Apartments in North Carolina, a Medical Office Building Portfolio in the Dallas-Fort Worth area and Preserve at Preston in Texas. Geographies remain limited to North America. The firm also maintains exposure to Enterprise Software through its technology focus. Team size is not publicly stated. Additional offices operate in Miramar Beach, Florida and Asheville, North Carolina. Lazenby serves on the Florida State University College of Business Board of Governors. The firm lists membership in YPO through its Dallas chapter. A February 2024 market update on the firm site addressed global M&A trends and sector-specific developments. The structure combines an active investment-banking platform with family-office deployment. This hybrid allows sourcing of proprietary middle-market opportunities through ongoing advisory relationships rather than reliance on external fund commitments.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Charlotte, NC, United States
Additional offices
Miramar Beach, FL, United States · Asheville, NC, United States
Principals
R. Todd Lazenby
Founding Partner
Terry Hess
Managing Director
Jim Kammann
Director
Scott Shane
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Victory Partners Family Office?
R. Todd Lazenby serves as Founding Partner. Terry Hess acts as Managing Director. Jim Kammann and Scott Shane hold Director and Principal roles respectively.
How does Victory Partners Family Office source proprietary deal flow?
Deal flow originates from the firm's ongoing middle-market advisory work. Lazenby previously completed over 120 transactions exceeding $3B in aggregate value.
Is Victory Partners Family Office structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office. Capital comes from several high-net-worth families linked to Lazenby's advisory and private-equity gains.
Does Victory Partners Family Office participate in fund commitments or only direct deals?
Activity centers on direct co-investments and SPVs. The firm also executes distressed and turnaround transactions alongside private-equity strategies.
What investment stages does Victory Partners Family Office typically target?
The firm targets buyout and growth stages. Confirmed activity includes majority recapitalizations and structured equity deals.
Where does the underlying wealth come from?
Wealth traces to R. Todd Lazenby's investment banking and private-equity activity in middle-market companies.
Does Victory Partners Family Office maintain philanthropic structures, and how are they separated?
Lazenby participates in The Promise Fund of Florida. No further separation details between investment and philanthropic vehicles are disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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